13F Insight
DOSSIER · 13F Holders · Q2 2026
NTSE

WISDOMTREE TR

21 institutions still hold WISDOMTREE TR as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 97717Y642·21 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$35M
visible holders
Holders
21
filers reporting
Concentration
32.07%
MATHER GROUP, LLC. #1
top holder share
AI Holders Summary · Q2 2026

21 institutions reported NTSE in Q2 2026. MATHER GROUP, LLC. leads at 32.1% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
MATHER GROUP, LLC.
CIK 0001527641
$11M230K0.10%Q2 202602
OneDigital Investment Advisors LLC
CIK 0001690370
$9M175K0.07%Q2 202603
Wealthcare Advisory Partners LLC
CIK 0001683059
$6M114K0.11%Q2 202604
Professional Financial Advisors, LLC
CIK 0001798221
$3M53K0.45%Q2 202605
OLD MISSION CAPITAL LLC
CIK 0001455915
$2M50K0.04%Q2 202606
LPL Financial LLC
CIK 0001403438
$2M44K0.00%Q2 202607
DRIVE WEALTH MANAGEMENT, LLC
CIK 0001952781
$1M22K0.19%Q2 202608
JANE STREET GROUP, LLC
CIK 0001595888· Market maker
$427K11K0.00%Q1 202609
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$303K6K0.00%Q2 202610
HALBERT HARGROVE GLOBAL ADVISORS, LLC
CIK 0001484205
$277K6K0.01%Q2 202611
AQR CAPITAL MANAGEMENT LLC
CIK 0001167557
$262K5K0.00%Q2 202612
OSAIC HOLDINGS, INC.
CIK 0001677044
$40K8250.00%Q2 202613
Steward Partners Investment Advisory, LLC
CIK 0001723397
$11K2250.00%Q2 202614
CIBC Private Wealth Group LLC
CIK 0001298088
$7K1930.00%Q4 202515
ACTION POINT FINANCIAL PLANNING, LLC
CIK 0002116119
$3K640.00%Q2 202616
Integrated Wealth Concepts LLC
CIK 0001737109
$2K340.00%Q2 202617
Aptus Capital Advisors, LLC
CIK 0001664193
$2K340.00%Q2 202618
Strategic Wealth Partners, Ltd.
CIK 0001720777
$11920.00%Q2 202619
MORGAN STANLEY
CIK 0000895421
$5710.00%Q2 202620
FMR LLC
CIK 0000315066
$4910.00%Q2 2026
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